Eric J Abel

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Eric Abel is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in West Conshohocken, Pennsylvania. Eric works with nonprofit institutions and high net worth individuals and families to help design and implement customized financial strategies that respond to clients deeply held priorities. Eric recognizes that wealth is not an end unto itself.  He helps clients grow and preserve their wealth so that they can advance their goals and amplify their impact upon the people and causes they cherish.

Eric channels the extensive offerings of U.S. Trust to respond to the particular circumstances of each client. He works in concert with a team of dedicated specialists who have deep experience addressing the needs of non-profit organizations: fiduciary investment management, investment policy statements, spending policy analysis, governance review, board and staff development, fundraising enhancement and administrative support. Eric strives to devise long-term initiatives that are grounded in the day-to-day realities that each institution faces. He is sensitive to the challenges and concerns of institutional clients, drawing on his significant background in the non-profit sphere. Eric also works with high net worth individuals and families to help advance their wealth management goals, while remaining mindful of their values and desire to deploy wealth in meaningful ways.

Prior to joining U.S. Trust, Eric spent 19 years directing fundraising efforts for several prominent higher education and healthcare institutions. 

Eric holds a B.A. from Lehigh University, an M.S. from East Stroudsburg University, and was a doctoral student at Temple University.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Anthony M. Fittizzi

609.580.4111

Jeffrey (Jeff) Barson

Portfolio Manager

267.675.0121

David Scott Owens

Private Client Manager

610.567.4727

Matt Moore

Private Client Manager

610.567.2224

Gregory C Rau

Portfolio Manager

610.567.4715
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Isla Grant

Senior Trust Officer

610.567.4726

Key Contacts

Alicia Fantini

610.567.4733

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.